{
  "report_rows": [
    {
      "kpi": "Revenue (Q4FY2026)",
      "prediction": "BEAT",
      "answer": "pred ~$3.78B vs. cons $3.714B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Gross Margin % (Q4FY2026)",
      "prediction": "BEAT",
      "answer": "pred ~52.5-53.0% vs. cons ~51.9% implied",
      "confidence": "HIGH"
    },
    {
      "kpi": "EPS Diluted Operating (Q4FY2026)",
      "prediction": "BEAT",
      "answer": "pred ~$3.55-3.65 vs. cons $3.35",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue (Q1FY2027)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.0-4.2B midpoint vs. cons $4.123B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Gross Margin % (Q1FY2027)",
      "prediction": "BETTER",
      "answer": "guide ~53-54% vs. cons ~52.3% implied",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "EPS Diluted Operating (Q1FY2027)",
      "prediction": "BETTER",
      "answer": "guide ~$3.90-4.10 vs. cons $3.760",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2027 demand/LTA commentary",
      "prediction": "BETTER",
      "answer": "Extend LTAs toward 2030, reaffirm >25% CAGR, HAMR qualification progress",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 7.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 9.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH - gross margin guide above consensus triggers sell-side FY2027 EPS revisions upward; mechanism is the same as Q4FY2025 and Q1FY2026",
  "day5_confidence": "MEDIUM"
}